锂业股延续涨势 赣锋锂业涨超5% 天齐锂业涨超4%

Core Viewpoint - Lithium stocks continue to rise, with Ganfeng Lithium up 5.28% and Tianqi Lithium up 4.23%, indicating a positive market sentiment towards the lithium industry [1] Group 1: Market Performance - As of the latest update, Ganfeng Lithium (002460)(01772) is trading at 56.8 HKD, while Tianqi Lithium (002466)(09696) is at 54.15 HKD [1] - Lithium carbonate futures for the 2605 contract saw a peak increase of 4%, reaching 118,580 RMB/ton [1] Group 2: Industry Outlook - The China Nonferrous Metals Industry Association's lithium branch released a report on the lithium industry's performance for November 2025, highlighting a gradual increase in lithium carbonate prices and greater price volatility [1] - The third-quarter reports from lithium companies show a recovery in performance, contributing to optimistic market expectations for future lithium prices [1] Group 3: Supply and Demand Dynamics - On the supply side, market inventory is being depleted at an accelerated pace, with minor fluctuations in lithium salt production and lithium extraction from spodumene and lepidolite [1] - On the demand side, there is a surge in sales of new energy vehicles ahead of subsidy reductions, alongside strong performance in energy storage [1]